Aspire Growth Partners’s UnitedHealth UNH Stock Holding History

Aspire Growth Partners’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$430K	Buy	1,590 +188	+13%	+$56K	0.3%	73
2025 Q4	$463K	Buy	1,402 +28	+2%	+$9.49K	0.32%	74
2025 Q3	$474K	Sell	1,374 -18	-1%	-$5.44K	0.35%	71
2025 Q2	$434K	Buy	1,392 +5	+0.4%	+$1.91K	0.36%	70
2025 Q1	$542K	Buy	1,387 +341	+33%	+$174K	0.48%	52
2024 Q4	$529K	Buy	+1,046	New	+$594K	0.52%	50

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspire Growth Partners's UNH Position: Q1 2026 in Review

Aspire Growth Partners increased its UnitedHealth (UNH) stake by 13% in Q1 2026, buying an estimated $56K and bringing the position to 1,590 shares worth $430K. The position accounts for 0.3% of the portfolio, ranked #73.

Aspire Growth Partners first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $542K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Aspire Growth Partners held 1,590 shares of UnitedHealth worth $430K as of Q1 2026.
Aspire Growth Partners bought 188 UnitedHealth shares in Q1 2026, an estimated $56K.
UnitedHealth made up 0.3% of Aspire Growth Partners's portfolio in Q1 2026, its #73 holding.
Aspire Growth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Aspire Growth Partners's UnitedHealth position peaked at $542K in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.